At The Create Group we are specialists in undertaking sell-side and buy-side Operational Due Diligence for transactions within the drinks industry, food industry, packaging industry and ingredients industry. We have advised on over 50 transactions on behalf of private equity sponsors, banks, sovereign wealth funds, private individuals and industry players. Our experience ranges from deals worth £30 million to £3 billion.
We are trusted by clients for our niche beverage industry expertise that is rarely found in more generalist management consultancies. This specific knowledge enables us to heavily scrutinise management financial models, providing a realistic viewpoint, identifying upside and identifying both financial and operational risk.
We believe that successful Operational Due Diligence is much more than just a tick-box audit exercise. Done well it can be used to significantly alter transaction value.
Operational Due Diligence programme
We know that Due Diligence programmes typically happen under strict time constraints. We try to minimise time and maximise efficiency by offering the following programme:
Scope of work:
We have standard Operational Due Diligence scopes of work that we can share with you and amend as required. Alternatively, we are very happy to work with your own proposed scope of work.
We can work up a proposal very quickly to include scope of work, methodology, fees and other terms.
We will create a project programme to suit you. For buy-side Operational Due Diligence, we will usually send the target a request for information (RFI), perform a visit, then issue you with a Stage 1 Red Flag report. This will be followed by a Stage 2 Due Diligence report. We usually like to present our findings to you in person and if required we can support your deal team in presentation to Investment Committees.
Operational Due Diligence scope of work
Our standard Operational Due Diligence scopes of work contain all of the aspects of a business typically required by investment checklists, but go further to include items like consolidation of production sites, management quality and new product development opportunity. Our clients often find that our background in NPD is highly advantageous to the project.